The incumbent drives growth by acquiring and managing high-net-worth client portfolios, ensuring compliance, cultivating key relationships, and supporting strategic development through reporting, analysis, and evaluation.
The incumbent prepares and reconciles accounts, processes invoices and expenses, maintains financial records, supports reporting and audits, ensures compliance, and assists with treasury, reconciliation, and month/quarter-end close activities.
The incumbent oversees talent management, retention, and succession planning, training, and culture initiatives while providing data-driven recommendations to strengthen organizational effectiveness and workforce engagement.
Manages and optimizes client investment portfolios by assessing risk, implementing asset allocation, selecting financial instruments, conducting analysis, ensuring account administration, and supporting business development and strategic planning.
The Supervisor, Customer Service will be responsible for ensuring the provision of timely, accurate, and efficient service to new and prospective customers.
Supports transaction origination, structuring, and closing with financial institutions; conducts financial and risk analysis; participates in due diligence, negotiations, and industry research; and prepares related reports and presentations.
Leads SMC business plan execution in the RCB Region, overseeing capital allocation, project approvals, transactions, partnerships, regulatory dialogue, team management, and business development across public and private sectors.
The incumbent leads policy dialogue, project origination, supervision, and evaluation of SPL operations in Haiti, supports regional agendas, builds partnerships, and ensures effective coordination, knowledge transfer, and resource use.
The incumbent supports Caribbean corporate financing by managing client relationships, structuring transactions, coordinating due diligence, mitigating risks, and preparing financial models, documentation, and presentations for IDB Invest operations.
